Daniel William Carlson
Investment adviser representative at John Hancock Personal Financial Services, LLC
10 yearsExperience
1 stateRegistered in
$2.2BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- John Hancock Personal Financial Services, LLCAug 2019 to now
- John Hancock Distributors LLCOct 2018 to now
- SiiAug 2016 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (MA).
John Hancock Personal Financial Services, LLC
$2.2BAssets managed
35,589Clients
64Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1990240
- Firm CRD
- 174433